If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
00356651
PROFILE:
Tenacious, analytical, and detail-oriented Chartered Accountant (UK) and Certified Public Accountant (U.S.) with 6 years of experience helping private equity funds and management companies meet their U.S. tax filing obligations.
CAREER HISTORY:
2024 – Present
Big 4
Senior Tax Staff
- Manage a portfolio of small to large private equity funds and its client deliverables, including, but not limited to corporate estimates, Pro-Formas & Schedules K-1 & K-3, and Form 1065
- Review international corporate, partnership, and withholding Federal foreign IRS forms, including Forms 8858, 5471, 8865, 5472, and 1042/ 1042-S
- Manage internal and external timelines of local and offshore teams, from staff to Partner level, to deliver high quality client deliverables on time and within budget
- Ownership of managing and generating budget for engagements and identifying areas for cost optimization and efficiency
- Lead trainings to local and offshore teams for their tax technical development
- Advanced experience in Excel and its functions for large data analysis and modelling
2020 – 2024
Big 4
Senior Associate
- Prepare and review public and private corporate tax returns and their respective foreign filings and analysis including BEAT, FDII and state filings with NEXUS
- Audit and review public and private corporate quarterly and year-end tax provisions under US GAAP ASC740
2011 – 2019
Consultant/ Fund accountant
- Served various asset managers as a fund accountant in North America and in the UK
- Audit of public and private companies in the Asset Management industry under IFRS
- Managed day-to-day tax operations, tax authority correspondence, and indirect taxes
EDUCATION:
2017: Chartered Accountant (CPA, CA)
2019: Associate Chartered Accountant (ACA)
2019: Certified Public Accountant (CPA
2023: Certified Public Accountant (CPA)
University: Honours Bachelor of Business Administration
If you are interested in this candidate, please contact Andrew Wilson via email awilson@cerfinancial.co.uk or call on 0207 626 6065.
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